+102.9%
SFM vs VOO
+467.2%
-364.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.4% | +3.3% | +3.1% |
| 7D | -0.1% | +0.1% | -0.2% | -0.1% |
| 30D | -4.4% | +0.1% | -4.4% | -4.5% |
| 3M | +1.5% | +2.0% | -0.5% | +0.2% |
| 6M | +6.5% | +13.0% | -6.6% | -1.2% |
| YTD | +2.2% | +13.6% | -11.4% | -5.5% |
| 1Y | -41.9% | +20.1% | -62.0% | -47.9% |
| 3Y | +106.8% | +77.6% | +29.2% | +48.7% |
| 5Y | +231.6% | +82.4% | +149.1% | +132.8% |
| 10Y | +258.4% | +316.8% | -58.4% | +42.9% |
| All | +102.9% | +467.2% | -364.2% | -41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling